Dynamic Advantage Bond
For those looking to play defense in the bond markets, there really isn’t a better choice than this fund. The management teams number one objective is to preserve invested capital. To do this, they actively manage the duration exposure and credit profile. To date, the results have been impressive, only experiencing a fraction of the downside movements of the Canadian bond market. One very big...
Read MoreMawer U.S. Equity Fund
Fund Company Mawer Investment Management Ltd. Fund Type U.S. Equity Rating C Style Blend Risk Level Medium Load Status No Load RRSP/RRIF Suitability Good TFSA Suitability Good Manager Grayson Witcher since May 2009 MER 1.19% Code MAW 108 – No Load Units Minimum Investment $5,000 Analysis: Mawer is one of those companies that seems to do most things right. They offer a decent family of funds run...
Read MoreFidelity Global Disciplined Equity
Fund Company Fidelity Investments Canada Fund Type Global Equity Rating F Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Poor TFSA Suitability Poor Manager Chandler Willett since October 2013 MER 2.43% Code FID 200 – Front End Units FID 500 – DSC Units Minimum Investment $500 Analysis: The most interesting aspect of this fund is that it is managed using a sector neutral...
Read MoreSteadyhand Equity Fund
Despite dropping nearly 2.5% in September, and another 5% in the first half of October, the Steadyhand Equity Fund is still up 6.7% on a year to date basis (as at October 15). This is well ahead of the pack. There are a number of reasons it has been able to hold up better than many of its peers. The first is the managers, CGOV, focus only on high quality companies that have sustainable business...
Read MoreTD Health Sciences
Fund Company TD Asset Management Inc. Fund Type Healthcare Equity Rating A Style Growth Risk Level Medium High Load Status No Load / Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Kris Jenner since January 2000 MER 2.83% Code TDB 976 – No Load Units TDB 320 – Front End Units TDB 350 – DSC Units Minimum Investment $500 Analysis: Since mid 2010 healthcare stocks have been on a...
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